About the Show
We will share simple, powerful concepts that anyone can implement into concrete actionable steps. You will hear from the industry thought leaders that most people don’t have access to – and learn how to protect and grow your assets to live your very best life!
Get new episodes delivered directly to your inbox
Ep.110 Inflation and Asset Performance
November 3, 2022
Ep109: Important Milestones
October 20, 2022
Ep108: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – How to Help Clients Age with Dignity Featuring Patti Brennan
October 6, 2022
Ep107: Triage Your Finances
September 22, 2022
Ep106: Tim Seifert of Lincoln Financial Shares Key Attributes of a Great Leader
September 8, 2022
Ep105: Issues To Consider When Reviewing Health and Life Insurance Policies
August 25, 2022
Ep104: Tax Planning Strategies and Updates with John Nersesian of PIMCO
August 12, 2022
Ep103: Cryptocurrency – Facts vs. Fiction
July 28, 2022
Ep102: Behavioral Finance with John Nersesian of PIMCO
July 14, 2022
Ep101: What Issues Should I Consider During A Recession Or A Market Correction?
June 30, 2022
Ep100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair
June 16, 2022
Ep99: Financial Decision-Making During Times of Crisis
June 2, 2022
Ep98: Tim Seifert of Lincoln Financial Shares Top Leadership Traits
May 17, 2022
Ep97: Master List of Goals
May 5, 2022
Ep96: Issues To Consider When Filing Your Tax Return
April 21, 2022
This episode is the next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions. These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. In this episode, Patti addresses multiple issues that listeners should consider if still working, when reviewing your 2021 tax return. While many individuals choose to have their taxes prepared by a professional, that does not mean you should not review them or have your financial advisor review them for any mistakes. It is not uncommon for something to be overlooked or potential deductions to have been missed. With tax laws changing, it is only prudent to have an extra set of eyes reviewing your return to make sure all deductions are taken advantage of! Patti discusses the most common mistakes that are made every year and reminds the listener of some of the new changes to the tax laws this year.
*Neither Patti Brennan, Key Financial, Inc. nor Royal Alliance Associates, Inc. provides tax advice. Please seek the guidance of a tax professional regarding your particular circumstances before making any financial decisions.
Ep95: Former U.S. Ambassador John Emerson – Part 2
April 7, 2022
Ep94: Former U.S. Ambassador John Emerson Dissects the Russian Invasion on Ukraine
March 24, 2022
Ep93: Russian Invasion of Ukraine Through the Lens of a Former US Army Officer
March 24, 2022
Ep92: Issues To Consider at the Start of the Year
March 10, 2022
Ep91: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan
February 24, 2022
Ep90: 2022 Economic Outlook
February 10, 2022
Ep89: Am I At Risk for Having My Identity Stolen?
January 28, 2022
Ep88: Issues to Consider Before Updating an Estate Plan
January 14, 2022
Ep87: Teaching Children About Money
December 31, 2021
Ep86: VAL (Virtual Assisted Living) with MIT AgeLab
December 17, 2021
Ep85: “Social Security” in Retirement
December 3, 2021
Ep84: Tackling Life with Kevin Reilly
November 19, 2021
Ep83: Biden’s New Tax Proposal
November 5, 2021
Ep82: It’s Time for Medicare Open Enrollment!
October 22, 2021
Ep81: Issues to Consider When Moving Out of State
October 8, 2021
Ep80: Alzheimer’s Disease – America’s Healthcare Crisis
September 24, 2021
Ep79: Resources for Parents of a Special Needs Child
September 10, 2021
Ep78: America’s Economic Imbalance and Rising Inflation
August 27, 2021
Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss concerns most Americans have right now regarding rising inflation. To understand the relationship between our economic imbalance and inflation, they first define the two concepts and then give a global historical perspective. Is history repeating itself in relation to the economic crisis we faced with inflation during the 1970s or is this transitory, short-term inflation? What do the pandemic and global economic shutdowns for 2020 have to do with the rise in inflation we are now seeing? Patti and Eric delve into what is happening and why. As consumers, Americans should be aware of how long the economic recovery might take and what goods and services are affected more than others. As investors, Patti offers some suggestions on what steps should be taken during this time.
Ep77: America’s Small Businesses – Can They Survive?
August 13, 2021
Ep76: Covid and Courage – A Nation in Recovery
July 30, 2021
Ep75: What Issues Should Be Considered When Getting Married?
July 16, 2021
Ep74: What Issues Should Be Considered When Buying A Home?
July 2, 2021
Ep73: Implications of Biden’s Tax Proposal: The American Families Plan
June 18, 2021
The latest large proposal of the Biden administration is The American Families Plan. The debates in creating this large tax plan are huge, everchanging, and cross party lines. Patti meets with Bill Cass, the Director of Wealth Management for Putnam Investments to discuss the implications of the proposal as it looks now in the summer of 2021. They discuss the tax law changes that will most likely get passed later this year, as well as the proposed changes that are rumored to be eliminated from the final proposal of the bill before it is passed. Patti and Bill share how high net worth individuals, corporations, and anyone with an estate plan that involves gifting and Trusts will learn a few surprises that may come with the President's new tax proposal.
Ep72: What Advice Do You Have for College Grads Just Starting Out? 3 Top Strategies to Get Started Off Right!
June 4, 2021
Ep71: Leadership through COVID Crisis with Chester County Penn Medicine Hospital CEO, Michael Duncan
May 21, 2021
Newly recognized by Chester County Chamber of Business and Industry as the 2021 Executive of the Year, Michael Duncan shares his experience as Chester County Penn Medicine Hospital’s CEO during the COVID pandemic. Patti and Michael discuss the multitude of challenges that he faced during the worst global pandemic in our lifetime. From PPE shortages to fragile employee morale to issues of social injustice, his leadership was tested at every turn. Who inspired this CEO through the worst of it? What were the lessons learned and taught? Patti asks the tough questions and learns a lot of what was happening behind the scenes during this tumultuous year. In part two of a two-part series, this episode is one of heartache but also one of hope and the fortitude of the human spirit.
Ep70: Leadership through Change: Insights from Michael Duncan, CEO Chester County Penn Medicine Hospital
May 7, 2021
As a Board Member of Chester County Hospital for several years prior to Michael Duncan's arrival, Patti was familiar with the financials of the Hospital. Within a year of Michael's appointment to Hospital CEO, he was laying out a $300 million expansion proposal for the future of Chester County’s beloved independent hospital. Patti and Michael discuss the challenges his leadership faced, how he overcame them, and led them through the biggest expansion and future acquisition of the Hospital by Penn Medicine. Recognized by Chester County Chamber of Business and Industry as the 2021 Executive of the Year, learn how Michael's leadership has now turned Chester County Penn Medicine Hospital into the #1 community-based hospital in Pennsylvania – according to Newsweek magazine. This is part one of a two-part series.
Ep69: What Documents Should I Keep on File?
April 23, 2021
In the first episode of the new #AskPattiBrennan podcast series, Patti answers one of her listener's frequently asked questions. This series of podcasts will be shorter in length and will address one FAQ or RAQ (rarely asked, but should be asked, question). In today's episode, Patti cuts through all the confusion regarding how long certain documents should be kept and when is a good time to shred them. There are three timeframes to keep in mind and each one is specific to certain documents. Listen today to get your answers!
Ep68: The Fiscal Stimulus and The Output Gap – A Messy Art Form
April 9, 2021
Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss the recent fiscal stimulus packages and the effect they have on the nation's output gap. To understand the relationship between the two, they first define the concepts and then give historical perspective. Many Americans are asking the question, "Why does the government spend huge sums of money during economic crises?" Patti and Eric answer this question and delve into the nuances of how the government determines exactly how much to spend. They also explain why this practice has been so effective for our economy – contrary to some public reaction that may be heightened when discussing figures of this magnitude.
Ep67: Sustainable Investing and Government Policies presented by Shroders
March 26, 2021
Ep66: Sustainable Investing: Pro Tips from Sarah Bratton Hughes of Shroders
March 12, 2021
Ep65: Top Issues Affecting America’s Economic Recovery
February 26, 2021
Ep64: The Next 900 Days: A Conversation with Liz Young, BNY Mellon
February 12, 2021
Ep63: Liz Young from BNY Mellon Joins Patti – The First 90 Days of 2021
January 29, 2021
Ep62: Why You Shouldn’t Budget!
January 15, 2021
Ep61: Hot Housing Market Tips & Trends
January 1, 2021
Ep60: 2020 – A Year to Remember or a Year to Forget?
December 18, 2020
Ep59: Automatic Millionaire – It’s Easier Than You Think!
December 4, 2020
Ep58: The Election is “Almost” Over – Now What?
November 20, 2020
Ep57: Real Life Pandemic Opportunities and Solutions
November 6, 2020
Ep56: What Does Life After COVID Look Like?
October 23, 2020
Ep55: The Federal Reserve – The REAL Driving Force in the Economy
October 9, 2020
Ep54: The Government Deficit – What the Numbers Actually Mean!
September 25, 2020
Ep53: REBROADCAST: Life or Death Emergency Preparedness – What to Grab?
September 11, 2020
Ep52: Asset Allocation Strategies That Work!
August 28, 2020
Ep51: The COVID Economy and The COVID Market – Not the Same!
August 14, 2020
Ep50: THE ONE Strategy to Implement When Young
July 31, 2020
Ep49: The Most Common Retirement Mistake
July 17, 2020
Ep48: Barron’s Australia Summit Recap – Top Tips for Success
July 3, 2020
Ep47: Covid and Courage: Are Students Heading Back to College in the Fall?
June 19, 2020
Ep46: Covid and Courage: What if I Just Retired?
June 5, 2020
Ep45: Economic Outlook with Dr. Quincy Krosby, Chief Market Strategist for Prudential
May 22, 2020
Ep44: Candid Conversation with Alex Dryden, Global Market Strategist, at JP Morgan
May 8, 2020
Ep43: Financial Literacy – It’s Not Just for Adults!
April 24, 2020
Ep42: Is COVID – 19 Driving the Economy into a Depression?
April 10, 2020
Ep41: Covid 19 – The Threat to Health, Wealth & Family
April 10, 2020
Ep40: America’s Student Loan Crisis
March 27, 2020
Ep39: Coronavirus Correction
March 13, 2020
Ep38: Social Security Speed Dating
February 28, 2020
Ep37: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends: Part 2
February 14, 2020
Ep36: Economic Forecast for 2020 and a Look Back at 2019
January 31, 2020
Ep35: Top Estate Planning Tips with Bob Cohen
January 17, 2020
Ep34: Industry Trends with Sterling Shea – Global Head of Wealth Management for Barron’s
January 3, 2020
Ep33: Retirement Through the Lens of The Longevity Economy
December 20, 2019
Ep32: The Retirement Myth – It’s Not One and Done!
December 6, 2019
Ep31: This is Not Your Grandparent’s Retirement!
December 6, 2019
Ep30: Choosing your Medicare Strategy – What’s the Best Plan?
November 22, 2019
Ep29: It’s Open Enrollment – Which Medicare Plan to Choose?
November 22, 2019
Ep28: Leadership in Conflict Management
November 8, 2019
Ep27: It’s Leadership, Not Likership!
October 25, 2019
Ep26: Physician to Hospital CEO: A Leader’s Journey
October 11, 2019
Ep25: Alzheimer’s Crisis in America – Is There Hope?
September 27, 2019
Ep24: Life or Death Emergency Preparedness – What to Grab?
September 13, 2019
Ep23: Inverted Yield Curve…are we headed for a recession?
August 30, 2019
Ep22: Risky Behavior
August 16, 2019
Ep21: Estate Planning Mistakes
August 2, 2019
Ep20: Cyber Security
July 19, 2019
Ep19: Selling Your Business
July 5, 2019
Ep18: Preparing Your Business For Sale
June 20, 2019
Ep17: What Are Top Advisors Saying About the Market?
June 7, 2019
Ep16: Having “The Conversation with Mom and Dad”
May 24, 2019
Ep15: MIT AgeLab – Inventing Tomorrow
May 10, 2019
Ep14: Life Divided Into 8000 Day Segments – Where Are You Now?
May 10, 2019
Ep13: MIT Age Lab’s Top 3 Questions Anyone Over 45 Should Be Asking
May 10, 2019
Ep12: Protect Your Assets – Make Sure You Have The Proper Coverages!
April 28, 2019
Ep11: Optimizing Cost Saving Opportunities with The Affordable Care Act
April 12, 2019
Ep10: New Tax Law Changes that Will Benefit YOU when Filing your Corporate Return
March 29, 2019
Ep9: Ready to file your individual return? Consider these money-making tips first regarding the New Tax Law!
March 15, 2019
Ep8: Forbes Top Advisor Summit: Highlights from Industry Leaders
March 7, 2019
Ep7: Market Crisis and Portfolio Recovery Rates
March 1, 2019
Ep6: What To Do When Crisis Hits
February 15, 2019
Ep5: Economic Outlook for 2019
February 1, 2019
Ep4: Headlines and Havoc
January 22, 2019
Ep3: Man vs. Machine
January 18, 2019
Ep2: Investing with Emotion
December 21, 2018
Ep1: Year End Tax Planning Tips
December 7, 2018